Demographics and Doorways

Published on
June 14th, 2018
Topic
Housing Market, China, Sentiment
Duration
26 minutes
Asset class
Equities

Demographics and Doorways

The Knock-On Effect ·
Featuring Alex Rosenberg, Justine Underhill, Roger Hirst

Published on: June 14th, 2018 • Duration: 26 minutes • Asset Class: Equities • Topic: Housing Market, China, Sentiment

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine, Alex and Roger discuss. Plus, Alex explains how a horse racing term could apply to what’s coming up for stocks. Filmed on June 11, 2018.

Comments

  • JX
    Jack X.
    10 January 2019 @ 04:49
    For the record, I like Alex and Justine a lot. As for the comments, Millennial got issues but they also face insane challenges - that's a topic I rather not get into on a comment thread. I stopped listening in the middle. 40% of Chinese/Indian men buy houses because they need a wife? Come on, this aint Pride and Prejudice here folks. The bigger and much more simple reason is.....in both of those cultures security is a traditional and historical trait. Both cultures favor the "home" as the traditional representation. For example, Chinese people buy homes EVERYWHERE...London, New York, and sure as hell as damn Toronto - the new Vancouver. Also, the perception of sex of Indian and Chinese guys aren't far off from their American counterparts, given how much damn American Television they watch. Thus....yes they get laid without marriage. Go to any Beijing Campus and try to book a motel on Valentine's Day - I dare you! I'd say more but honestly I really like these two hosts. The format is different....and that doesn't mean it's bad. And I know it's almost impossible to get stuff like this right....it's just fun speculation for good measure. But at the same time, I can't really show any of my Chinese friends this....they'll be ridiculously offended - that's where I think we should draw the line guys. Lastly, keep up the great work!
  • VC
    Vince C.
    25 June 2018 @ 02:48
    This has got nothing to do with millenials. Just a very poorly made video. Taking data and making dubious correlations and conclusions with it. Further, why is a caucasian ignorantly - and incorrectly - commenting on another ethnicity and culture? Good way to offend 1.4 billion + hundreds of millions of Chinese around the world.
    • VC
      Vince C.
      25 June 2018 @ 02:52
      To add context: I'm a millenial. Doing it wrong Real Vision. Think of the type of individual who'd be initially attracted to the original content of RealVision. Age is not a variable.
  • CM
    C M.
    24 June 2018 @ 21:24
    Some interesting info presented here, but the presentation itself is awful. A millennial angle gone bad.
  • DW
    DANIEL W.
    20 June 2018 @ 13:50
    Perfect example of the unfortunate shift I've noticed on RV last ~6-months - prioritizing quantity over quality. I don't need a new post every single day, just one or two really good ones every week. Used to be that even if it was a topic I had no interest in, I knew RV would put together & show some interesting points of view. What I loved best about this platform - never felt I was wasting my time and it exposed me to people/ideas that were brand new. Now, I find my viewing far more selective (usually) because so much of what is posted is just kind of a waste... Note; fwiw, I am a millennial & it is clear this sort of (sorry, pejorative term, but feel it's appropriate) drivel is supposed to 'appeal' to me. It doesn't.
  • KC
    Kenneth C.
    18 June 2018 @ 19:04
    The beginning of the show sets up the shows purpose: Encouraging investors to explore how facts/events connect to form investment theses. Essentially to stimulate your thinking. Do I believe I need it? No. Do I enjoy it over a cup of coffee, running in the background? Yes. If you really hate it, don't watch it. They monitor the watch count to determine how successful the show is. It is light material but there is enough heavy lifting on this channel I don't see the validity in the complaints. Coffee mugs with straws. Either a sweet cocktail or juice I'm guessing.
  • KP
    Kyle P.
    18 June 2018 @ 16:31
    Frankly, I joined this community for 2 reasons. reasonable prices, and adventures in finance! I enjoy all of the personalities, obviously Grant, but Grant and Alex for sure. No problems with Justine either, but the Knock On Effect cannot hold a candle to AinF. I appreciate also the intellectual exercise of widening horizons and trying new things (hence my presence here), but I'm afraid this series is not working.
  • DS
    Denise S.
    18 June 2018 @ 03:52
    What a tough crowd! (Just read the comments) 60 something female subscriber and I try to be open and appreciate the way the millennials convey info. It was interesting! ( maybe shorter or tighter segments is my constructive criticism ) Good job both of you!
  • JH
    Jesse H.
    17 June 2018 @ 20:15
    Not “food” - iPhone slip-up. Should read “good” content.
  • JH
    Jesse H.
    17 June 2018 @ 20:14
    By all means, try out new products, but please keep the food stuff you have (such as Adventures in Finance).
  • JH
    Jesse H.
    17 June 2018 @ 20:13
    Please take a lesson from Apple and stop adding new products. As an original RV subscriber, I feel that the quality really takes a hit every time you try to become more of a “mass market” product. Thi
  • JH
    Jesse H.
    17 June 2018 @ 20:07
    Grant is a hard guy to replace on radio, that’s for sure.
  • JH
    Jesse H.
    17 June 2018 @ 20:06
    Sadly, I stopped listening once the show ceased becoming Adventures in Finance. This is one product choice I feel RV needs to learn from - namely, when you have a good thing going, DON’T change it!
  • ss
    sid s.
    17 June 2018 @ 00:21
    I'm sorry, but this is just poor idea..
  • DF
    Diamantino F.
    16 June 2018 @ 10:41
    there is an concept here but not sure it works ,,, having said that, early to say ,so keep the work up and just like in the markets be willing to adapt :)
  • TS
    Thomas S.
    15 June 2018 @ 18:34
    Bring back Adventures In Finance! Or at least some kind of Grant Williams-based podcast.
  • GW
    Geoff W.
    15 June 2018 @ 12:01
    I can’t see this podcast persuading people to subscribe to RV. It’s not a showcase for the quality that is RV. Justine and Roger do a good job (although Roger has his arms tied behind his back playing the straight “Professor”) but for some reason Alex doesn’t come across as insightful as he did at times during Adventures in Finance
    • TA
      Trevor A.
      17 June 2018 @ 13:19
      Alex is a lightweight I’m sad to say
  • DI
    Dabangg I.
    15 June 2018 @ 06:33
    Millenials are not stupid. Dont feed them shit in the name of new content.
    • @F
      @HoodRichFABIO F.
      18 June 2018 @ 20:58
      straight up
  • SS
    Steve S.
    15 June 2018 @ 03:58
    What are the names of the 5 start ups that have attracted billions of dollars from venture capital mentioned within the video?
  • LT
    Lucas T.
    15 June 2018 @ 03:53
    Alex looked pretty intense there for awhile...was hilarious them talking about what women want. I can tell they are trying new things to make it better. I think if they keep iterating they will get better.
  • BS
    Bill S.
    14 June 2018 @ 22:32
    1 step forward 2 backwards.
  • GH
    Gregory H.
    14 June 2018 @ 21:38
    Don't mind the haters, this is a nice change of pace for RealVision. (Demographic Disclosure: Male, 27, US)
    • MA
      Melanie A.
      14 June 2018 @ 23:39
      I agree - I liked this one and learned a lot (Demographic disclosure: old NY female, 46, US/Europe)
    • YW
      Yowshi W.
      15 June 2018 @ 05:47
      I like this. Learned something from this segment. Good job on “Heartbreak Alley” warning. I’m starting to have anxiety for all that’s coming when listening to the more serious segments.
    • @F
      @HoodRichFABIO F.
      18 June 2018 @ 21:06
      Disagree. already knew this non-deep demographic info from china. I'm looking for deeper intellectual stimulation not generic info I can get from cnn/bloomberg/etc as a 28yo M I want video version of ZEROHEDGE topics (i.e. non-generic, off the beaten path ideas/perspectives/info. RV is becoming hipster and intellectually shallow/brief. I originally subscribed from the beginning of RV b/c of the more substantive financial learning. it's watered down since then and comes in shorter duration videos. Bottom line: I seek financial intellectual stimulation I can't find elsewhere in TV/Think Tank Publication format.
  • DS
    David S.
    14 June 2018 @ 20:24
    The Knock-on Effect is too "cute" which makes it too long and very boring. The humor is very interesting at least to each participant, but not to me. The actual information presented is well worth knowing and seems well researched. This video should have been five minutes long max and would have been well received for the actual knock-on effect. This is not Sesame Street. Please keep the series, but rethink the presentation and lenght for the sake of the viewers. Thanks. DLS
  • zy
    zhang y.
    14 June 2018 @ 20:09
    I will consider more value Real Vision if less content all high quality, at any given time the most important themes of society economy and markets if well summarized may fit in no more than 10 hour of content a month, that will keep RV very focus in good quality, Real Vision is very good quality compare to many other information medias but I see the recent increase in content as dilluding the good quaility videos between a no-that good videos, I think RV should write this as a principle as any media company will face this problem by increasing the content quantity. Today people have little time and we are flooded by informaiton everywhere, and in this world knowing what is good quality is key, for me RV is all good quality but recently I am starting to see some videos as not that giving value I hope it doesnt borther anyone, I believe is a constructive critic, regards to all the tema of RV for the great job they do
    • @F
      @HoodRichFABIO F.
      18 June 2018 @ 21:17
      I luv this constructive criticism. I agree w/ yang. more info is thrown at us these days and we have less time BUT RV, in the beginning, for me was that one media provider I would MAKE time to watch an hour long video that had depth and was financially intellectually stimulating. Now, there's more shorter duration, non-substantive, content. I hope someone creates the more substantive financial media content. I'd pay $1K+/yr for this. won't anyone bite this bait in exchange for deep, substantive, intellectually nourishing content?
  • lb
    larry b.
    14 June 2018 @ 20:03
    really stupid. alex adds nothing in videos i have seen. you are trying to attract the millenials.
    • TA
      Trevor A.
      17 June 2018 @ 13:22
      they hired Alex to fill the Rosenberg quota
    • @F
      @HoodRichFABIO F.
      18 June 2018 @ 21:30
      Alex is a negative. I want the RV host to pick the brain is sharp, thoughtful, experts. I don't care about sex in china and the pre-req of property ownership to mate up and breed. I'm interested in demographic analysis/insight from someone insightful like Prof Michael Pettis. I'm a millennial seeking and willing to pay good money for substantive content no one else makes.
  • ag
    anthony g.
    14 June 2018 @ 18:55
    did very little for me..... repetitive and all over the place.
  • jd
    james d.
    14 June 2018 @ 18:40
    what a nothing presentation, robs valuable time.
    • @F
      @HoodRichFABIO F.
      18 June 2018 @ 21:31
      agree my time was wasted and the only thing I learned was increase demand for plastic threshold strips for doors in china. no macroeconomic perspective or depth
  • DV
    Dimitri V.
    14 June 2018 @ 18:38
    Lol @ Justine telling Alex he'd be at the bottom of the dating market. I didn't like the first one much but I'm liking this one, I haven't seen the other ones. Justine does a great job across the board. Alex you are adjusting great to the transition from radio to having your face on screen, and also from conversing with the silver fox that is Grant to Justine and the professor. I look forward to seeing Alex relax more as he established some chemistry with Justine. Thumbs up!
    • TS
      Thomas S.
      15 June 2018 @ 18:50
      Am I the only one who notices that lisp on every s-sound? ;-)
  • SS
    Steve S.
    14 June 2018 @ 13:05
    That final segment with Alex 'The Heartbreak Alley' was all over the place. I didn't enjoy it at all!

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